Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
15%
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
2.00%
6 Months
6.05%
4.51%
1 Year
15.36%
15.12%
3 Years
—
22.90%
5 Years
—
—
Since Inception
17.53%
24.96%
Fund Age
2 yrs 10 mo
4 yrs 7 mo
AUM
₹1.33 Cr
₹136 Cr
Alpha – 1 Year
15.71%
10.40%
Alpha – 3 Years
—
10.82%
Information Ratio – 3 Years
—
1.17
Volatility – 1 Year
15.48%
19.24%
Volatility – 3 Years
—
20.81%
Beta – 1 Year
0.83
1.07
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
0.66
0.55
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
21.90%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−10.68%
−25.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.91%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 10% · S 0%
L 53% · M 22% · S 20%
Number of Stocks
7
18
Portfolio P/E
—
27.00
Top 5 Holdings
Motilal Oswal NASDAQ-100 ETF · 23.79%
ICICI Pru Nifty 100 Low Volatility 30 ETF · 19.45%
HDFC NIFTY200 Momentum 30 ETF · 18.81%
Nippon India ETF Nifty 50 BeES · 16.82%
ICICI Pru Gold ETF · 7.83%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
—
Fixed Fee
0.75% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
1% / 0% / 0%